Precision Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Precision Wealth Strategies’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,446	Closed	-$355K	–	112
2024 Q1	$355K	Sell	4,446 -1,137	-20%	-$87K	0.34%	69
2023 Q4	$421K	Buy	5,583 +7	+0.1%	+$495	0.41%	44
2023 Q3	$384K	Buy	+5,576	New	+$399K	0.42%	40

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Precision Wealth Strategies's EFA Position: Q2 2024 in Review

Precision Wealth Strategies sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 4,446 shares — an estimated $355K sold.

Precision Wealth Strategies first reported a position in EFA in Q3 2023 and held it in 3 quarters. The position peaked at $421K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Precision Wealth Strategies reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Precision Wealth Strategies sold 4,446 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $355K.
Precision Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 3 quarters.
Precision Wealth Strategies's iShares MSCI EAFE ETF position peaked at $421K in Q4 2023.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Precision Wealth Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.